Heritage Wealth Management, LLC Davis Fundamental ETF Tr Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Aug 15, 2022
SELL
$24.61 - $31.06 $590 - $745
-24 Closed
0 $0
Q3 2021

Nov 10, 2021
BUY
$29.48 - $34.18 $707 - $820
24 New
24 $1,000

Others Institutions Holding DWLD

# of Institutions
51
Shares Held
5.59M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

DWLD Quotes by TradingView
  • Ticker DWLD
  • Sector ETFs
  • Industry ETFs
More about DWLD
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